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JC

John M. Curran

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CRD#: 1576877
JC

Professional summary


John Michael Curran was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

John is a previously registered financial professional and started their career in finance in 1989. Prior to being barred, John had worked at 6 firms, which includes EDI FINANCIAL INC., CENTERPOINT SECURITIES INC., FOUNDERS EQUITY SECURITIES INC., WELLS FARGO CLEARING SERVICES LLC, FIRST SOUTHWEST COMPANY LLC, J.P. MORGAN SECURITIES LLC.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jack Curran | John Muchael Curran | John Curran

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 27, 2004 - December 22, 2008

EDI FINANCIAL, INC.

BD
CRD#: 15699
DALLAS, TX
Past

December 13, 2000 - December 31, 2001

CENTERPOINT SECURITIES INC.

BD
CRD#: 104301
DALLAS, TX
Past

October 20, 1998 - July 15, 2004

FOUNDERS EQUITY SECURITIES INC.

BD
CRD#: 41855
DALLAS, TX
Past

September 12, 1997 - October 12, 1998

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

December 10, 1992 - September 9, 1997

FIRST SOUTHWEST COMPANY, LLC

BD
CRD#: 316
DALLAS, TX
Past

March 21, 1989 - November 27, 1992

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 11/13/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 2/4/1992
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


EF
EDI FINANCIAL, INC.
EDI FINANCIAL, INC. | R.R. ORR & ASSOCIATES INC. | HIBLER & ORR INC.

CRD#: 15699 / SEC#: , 8-32566

BD
Terminated by SEC on 02/03/2017
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 11/05/1984
Firm type
Corporation
Fiscal year end
March
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
PRINZ, MARTIN WILLIAMPRESIDENT, DIRECTOR, CSO, CCO1330601
DAILY, JAY PATRICKSHAREHOLDER1471899
JOHN, VARKEYFINOP4530162

Disclosures


Regulatory Event11
Arbitration4

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


EDI FINANCIAL, INC.

CRD#: 15699

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